TaxAudit.com

When the taxpayer received the original notice from the IRS in early 2014, he chose to respond to the IRS on his own without contacting us The IRS stated that he responded to them on 5-22-14.Our membership agreement clearly states "...you must use your assigned TaxAudit.com Audit Representative as your only contact with the IRS If you do not contact TaxAudit.com within days of the date of the first notice, additional charges may apply If you wait too long, you will eliminate our ability to defend your case This member waited until 11-26-to contact us at all after he had already corresponded with the IRS back in May.Even so, when the taxpayer finally contacted us on 11-26-14, his case was assigned to our Customer Care Department to see if he could still be helped Following this there were telephone conversations between this taxpayer and different audit representatives, to try to convince him that the documents that he had were not sufficient for a response to the IRS He refused to get us the documents needed.We are refunding his membership fee, as requested

We are a membership organization with over five million members, and have been providing high quality Audit Representation for our members since We handle over 24,audits each year Every member has a Membership Agreement which clearly outlines all the many member benefits, as well as our responsibilities to the member Just as clearly listed are the items that member needs to do to help us help him: promptly contact us when the first notice is received; provide their signature on the Power of Attorney and return it to us in a timely manner; provide the information and documentation necessary to substantiate the various items of income and expense in question; and comply with the audit procedure and strategy actions recommended by us and their Audit Representative working on their behalf It is unfortunate that this member intentionally, or otherwise, has repeatedly failed to follow the entire list as stated above Without the signed Power of Attorney no personnel from the IRS can legally speak to us On number above, the membership states, the member must contact us within days of the date on the first notice to allow us to defend their return, but Ms [redacted] s waited one month On number above, she was contacted times by telephone or email messages to allow us to help her help us, but she gave many reasons at the end why she failed to heed our requests for contact She stated her phone did not work, she was busy, her father was in and out of the hospital, etc Her inability to assist in her defense cannot fairly be placed on us On number above, she never provided one document to support any of the claimed deductions on her tax return She did state she had a flood in her basement, but she could certainly have obtained copies of many of these claimed expenses from banks, charities, employer, doctors, etc And lastly, on number above, she clearly did not comply with any of our requests that would have allowed us to defend her tax return She was selected for audit by the IRS because as the IRS notice stated, “ your gross expenses exceeds your income.” These repeated actions on her part made it impossible for us to provide a quality service that this person needed We had to withdraw from the case as she repeatedly violated the membership agreement so we could not legally represent her We had five different professionals work with her from the end of March when she reported the case late through June when we had to close the case as we still did not have one document supporting her claims on the tax return In closing, her claimed amounts paid are also incorrect She purchased Audit Defense for on March 7, for $39.99, and for on February 4, 2014, for $ We certainly have sympathy for Ms [redacted] s’s situation, but we spent hours reviewing her return and reaching out to assist her, but never receive any cooperation However, as a continued show of our great Customer Service, we will be happy to refund her two memberships that she only paid $for The refunds will be processed separately as they are for different years Please allow 4-weeks for them to be processed Below is the timeline of events for this case: Review of case due to Revdex.com complaint 03-24- case reported with a notice dated Feb 27, meaning over one month old with a meeting set for April 03-25- Member(Mbr) sent email asking for “a process to excuse someone from the audit” as she claimed to have lost “years of important paperwork” 03-25- Audit Coordinator(AC) Left Voice Mail(LVM) for Mbr to call back 03-26- AC called Mbr and LVM (#2) and explained what would happen next and that she needed to be more responsive when called or we would have to close her case 03-26- AC sent MAP(our secure portal system) message (#3) 03-27- Representative(Rep) called (#4) but mail box full 03-27- Review Rep sent MAP message (#5) as her voice mail box is full 03-28- a review was done by Audit Rep and found many errors\questionable entries on return Mbr stated she only has some records as most lost 03-28- Mbr finally called the AC and stated “broke her phone” and she “is really busy with personal problems” 03-31- a proforma was done on the tax return to show what the balance due would be with no documents 03-31- Aud Rep called (#6) but mail box was full 03-31- Aud Rep sent MAP message (#7) with deadline of April 04-02- Mbr LVM about cell phone is not working as she is “unable to dial out” 04-02- Aud Rep called (#8) but voice mailbox full 04-02- Aud Rep sent MAP message (#9) with a listing of all the docs needed with a deadline of April to call and April to send in docs 04-03- a recusal sent after contact attempts and deadlines 04-10- Mbr LVM about wanting clarification of recusal 05-12- Mbr sent in exam report dated April 2, 2014, again over a month old 05-12- AC called Mbr who stated she did not contact us since her “father was in and out of the hospital” and she “was very busy” 05-12- case opened again 05-19- Audit rep reviewed notice 05-19- Rep LVM (#1) for a call back 05-27- Rep LVM (#2) for a call back 05-29- Mbr LVM 05-29- Rep LVM (#3) for a call back 05-29- Mbr called back and stated all docs were destroyed Told Mbr we need something 06-06- VM sent (#4) needing docs or she should sign the report and gave deadline of 6-9- 07-17- Mbr wants a refund 07-18- Lead LVM (#5) for a call back 07-18- Lead LVM (#6) that she would send her case to management 07-21- Audit Manager LVM (#7) for a call back

Hello Revdex.com,I have not yet received the refund from Tax Audit.comPlease look into this matter.Thank you[redacted]

I am rejecting this response because:They did not respond by December 9, 2012, the due date set by IRSThey could have told me to handle my case myself, which they did notIf they were not going to handle my case and respond to IRS by December 9, 2012, they could have said that to me, at least I could have been in a position to respond to IRS.They state that there may be additional charge if they are not contacted on timeI was told that I may have to pay $extra, but was never asked for itIt was a 'may have to pay' through out.They left me in the water to drownThey should not carry the torch just to drop it without even notifying the customer.I don't think a business with A+ rating from Revdex.com should be playing games with customersThey should not have taken my case at first place, if they are so particular about their policyIf they did take my case then I should have been informed that they have dropped my case and they will not respond to IRS by December 9, 2012.I feel like tearing my hairs out

Please accept my apologies as it appears that we failed to ensure the refund was made in a timely manner.  We have had a check cut for the cost of the membership to this Member and it went out in the mail today.[redacted]Customer Advocacy Department

As the leading provider of audit representation in the nation we have helped tens of thousands of taxpayers in our 29 years in business. In order to provide the highest quality of service we need to know what the audit issue is at hand so that we can assign the proper representative to assist our...

members. There are reasons other than audits, such as identity verification, that a taxpayer may have been asked to appear at an IRS office. Several employees, including a supervisor and a manager, have spoken with this member, assuring him that as soon as he has either a letter from the IRS or the name and badge number of the IRS agent that he spoke with, we can proceed with providing the quality service we are known for. Tell us why here...

The Member never provided any usable documentation to defend his return and the forms and schedules that are under audit. There were many attempts by many tax professionals to obtain the required documentation to support his deductions that the IRS is questioning. He was given one last chance to...

send the required and requested organized documents, but all he sent was a spreadsheet with1,943 line entries for bank expenses (e.g. “[redacted] debit card for general merchandise for $53.48” and “[redacted] ** for child\dependent expenses” and “[redacted] for gas\fuel”) and a mileage log with no starting odometer reading or ending reading, for who he met—he listed “client” and all travel was 8 miles from his home to the same location so it reads as commute. The Outside Representative, [redacted], met with him twice and received no documentation to back up the entries on the spreadsheet. Spreadsheets alone are never adequate for an audit and the taxpayer did not provide the requested and required supporting documentation. As a sign of continued effort to assist him, we will refund all his current and past memberships. We have worked diligently on his case for four months with no help from the Member. He has to help us help him. Without any cooperation from him, he is stopping us from helping him. Thank you for your time and consideration in this matter.Sent on: 8/24/2015 6:14:18 PMSent by: [redacted]

This
member had an inadvertent entry on her CA tax return.  In talking with her
on October 29, 2015, she clearly understands the problem with the entry.  She
stated she wants to remove her complaint.  We offered to contact the
software company for her that makes this tax program but she stated she does
not feel she needs any other assistance with the software issue.  We
provided the email address for Revdex.com for her, per her request.She
originally also requested a copy of the data tax file (the software generated
tax return) from us as the tax software company had provided it to us with her
signed permission to address the audit issue.  Due to the information found
on a tax form (e.g. SSNs, addresses, W-2s) our consent form for the use of the
return states that we, “…will use your information only to provide audit
representation services.”  Members have the clear rights and ability to
contact the software company to request a copy.  We have helped other
members that have requested we contact the software company on their behalf,
but the member did not request this. She no longer was requesting a refund of the fees paid.

We are a membership organization with over five million
members, and have been providing high quality Audit Representation for our
members since 1988.  We handle over
24,000 audits each year.  Every member
has a Membership Agreement which clearly outlines all the many member...

benefits,
as well as our responsibilities to the member. 
Just as clearly listed are the items that member needs to do to help us
help him: 

promptly contact us when the first notice is
received;


provide their signature on the Power of Attorney
and return it to us in a timely manner;


provide the information and documentation
necessary to substantiate the various items of income and expense in
question;  and


comply with the audit procedure and strategy
actions recommended by us and their Audit Representative working on their
behalf.

It is unfortunate that this member intentionally, or
otherwise, has repeatedly failed to follow the entire list as stated above.  Without the signed Power of Attorney no
personnel from the IRS can legally speak to us.  On number 1 above, the membership states, the
member must contact us within 15 days of the date on the first notice to allow
us to defend their return, but Ms. [redacted]s waited one month.  On number 2 above, she was contacted 17 times
by telephone or email messages to allow us to help her help us, but she gave
many reasons at the end why she failed to heed our requests for contact.  She stated her phone did not work, she was
busy, her father was in and out of the hospital, etc.  Her inability to assist in her defense cannot
fairly be placed on us.  On number 3
above, she never provided one document to support any of the claimed deductions on her
tax return.  She did state she had a
flood in her basement, but she could certainly have obtained copies of many of these
claimed expenses from banks, charities, employer, doctors, etc.  And lastly, on number 4 above, she clearly
did not comply with any of our requests that would have allowed us to defend
her tax return.
She was selected for audit by the IRS because as the IRS
notice stated, “…your gross expenses exceeds your income.” 
These repeated actions on her part made it impossible for us
to provide a quality service that this person needed.  We had to withdraw from the case as she
repeatedly violated the membership agreement so we could not legally represent
her.  We had five different professionals
work with her from the end of March 2014 when she reported the case late
through June 2014 when we had to close the case as we still did not have one
document supporting her claims on the tax return. 
In closing, her claimed amounts paid are also
incorrect.  She purchased Audit Defense
for 2012 on March 7, 2013 for $39.99, and for 2013 on February 4, 2014, for
$39.99.  We certainly have sympathy for
Ms. [redacted]s’s situation, but we spent hours reviewing her return and reaching
out to assist her, but never receive any cooperation.
However, as a continued show of our great Customer Service,
we will be happy to refund her two memberships that she only paid $79.98 for.  The refunds will be processed separately as they are for different years.  Please allow 4-6 weeks for them to be processed.
Below is the timeline of events for this case:
Review of case due to Revdex.com complaint
03-24-14  case reported with a notice dated Feb 27,
2014 meaning over one month old with a meeting set for April 2
03-25-14  Member(Mbr) sent email asking for “a process to
excuse someone from the audit” as she claimed to have lost “years of important
paperwork”
03-25-14  Audit Coordinator(AC) Left Voice Mail(LVM) for Mbr to call back
03-26-14  AC called Mbr and LVM (#2) and explained what
would happen next and that she needed to be more responsive when called or we
would have to close her case
03-26-14  AC sent MAP(our secure portal system) message (#3)
03-27-14  Representative(Rep) called 
(#4) but mail box full
03-27-14  Review Rep sent MAP message (#5) as her voice
mail box is full
03-28-14  a review was done by Audit Rep and found many
errors\questionable entries on return. 
Mbr stated she only has some records as most lost.
03-28-14  Mbr finally called the AC and stated “broke
her phone” and she “is really busy with personal problems”
03-31-14  a proforma was done on the tax return to show what the balance due would be with no documents
03-31-14  Aud Rep called (#6) but mail box was full
03-31-14  Aud Rep sent MAP message (#7) with deadline
of April 1
04-02-14  Mbr LVM about cell phone is not working as
she is “unable to dial out”
04-02-14  Aud Rep called (#8) but voice mailbox full
04-02-14  Aud Rep sent MAP message (#9) with a listing
of all the docs needed  with a deadline
of April 3 to call and April 7 to send in docs
04-03-14  a recusal sent after 9 contact attempts and 3
deadlines
04-10-14  Mbr LVM about wanting clarification of
recusal
05-12-14  Mbr sent in exam report dated April 2, 2014,
again over a month old
05-12-14  AC called Mbr who stated she did not contact
us since her “father was in and out of the hospital” and she “was very busy”
05-12-14  case opened again
05-19-14  Audit rep reviewed notice
05-19-14  Rep LVM (#1) for a call back
05-27-14  Rep LVM (#2) for a call back
05-29-14  Mbr LVM
05-29-14  Rep LVM (#3) for a call back
05-29-14  Mbr called back and stated all docs were
destroyed.  Told Mbr we need something
06-06-14  VM sent (#4) needing docs or she should sign
the report and gave deadline of 6-9-14
07-17-14  Mbr wants a refund
07-18-14  Lead LVM (#5) for a call back
07-18-14  Lead LVM (#6) that she would send her case to
management
07-21-14  Audit Manager LVM (#7) for a call back

When the taxpayer received the original notice from the IRS in early 2014, he chose to respond to the IRS on his own without contacting us.  The IRS stated that he responded to them on 5-22-14.Our membership agreement clearly states "...you must use your assigned TaxAudit.com Audit...

Representative as your only contact with the IRS.  If you do not contact TaxAudit.com within 15 days of the date of the first notice, additional charges may apply.  If you wait too long, you will eliminate our ability to defend your case.  This member waited until 11-26-14 to contact us at all after he had already corresponded with the IRS back in May.Even so, when the taxpayer finally contacted us on 11-26-14, his case was assigned to our Customer Care Department to see if he could still be helped.  Following this there were 9 telephone conversations between this taxpayer and 3 different audit representatives, to try to convince him that the documents that he had were not sufficient for a response to the IRS.  He refused to get us the documents needed.We are refunding his membership fee, as requested.

Our refund policy states that if our service was purchased directly from us, our fees are refundable within 30 days. For this member the 30 day window has passed, however because we pride ourselves on our customer service a refund for this membership has already been processed.

This member stated that he had a meeting with the IRS on Friday, 2/24/17. He was asked to get something in writing from the IRS at that meeting, or the name and contact information of the IRS employee that he met with so that we could assist him if he was, if fact, being audited. A manager phoned him Monday morning (2/27/17) to see if he had that information and if there was any way we could help him. The manager was told the information would be in the summons he is sending and then the member ended the call. This member is not giving us the opportunity to assist him. Without knowing the issue at hand there is no way we can provide the audit defense that we have successfully provided to tens of thousands of satisfied members.

The Customer Advocacy Manager spoke with this member and provided her with the telephone number she needs to call to clear up issues regarding verifying her current membership. Many attempts have been made to reach out to this member to resolve her issues, but our Membership Service Representatives...

have not received a return call yet. There may be difficulties with her contact information that need to be resolved. She was also provided with the manager’s direct number should she need further assistance.

Hello Revdex.com,I have not yet received the refund from Tax Audit.com. Please look into this matter.Thank you.[redacted]

I am rejecting this response because:i am really appalled at the brazen bold face nerve of this company! Their service for which I paid was to attend with me if I am called in to the IRS, which they refused to do as stated in my complaint; now their excuse is that they didn't attend and I didn't tell them what happened after the fact when they didn't attend!! (I will in court filings) although I really shouldn't be surprised, this in my opinion is just part two of the probability scam they are running; what does it hurt to call the customer after screwing them over, there is always a chance that the customer resolved the issue on their own and then they can claim "see, it all worked out like we thought it would!" And if not, then they were going to get sued anyway and maybe they can trick the judge by saying, "hey we really cared and tried but he wouldn't talk to us....after the fact"it's like paying for hurricane insurance, and when the hurricane hits the insurance company refuses to pay out then have the nerve to call you a month later and asking how your reconstruction is going?!

I happened to use TaxAudit.com introduced via TurboTax.com. When I got an audit letter from the IRS about my tax payment, I contacted TaxAudit to help me out. All they do was to get my tax info and give me a call to say that I need to talk to the IRS directly. I am so impressed by their useless service. I don't think I ever use them again.

Review: Terribly uneducated in modern delivery of technology. My audit defense was a guy that cannot read a spreadsheet. Very poor help,Desired Settlement: Refund of all the years I purchased through turbo tax

Business

Response:

The Member never provided any usable documentation to defend his return and the forms and schedules that are under audit. There were many attempts by many tax professionals to obtain the required documentation to support his deductions that the IRS is questioning. He was given one last chance to send the required and requested organized documents, but all he sent was a spreadsheet with1,943 line entries for bank expenses (e.g. “[redacted] debit card for general merchandise for $53.48” and “[redacted] for child\dependent expenses” and “[redacted] for gas\fuel”) and a mileage log with no starting odometer reading or ending reading, for who he met—he listed “client” and all travel was 8 miles from his home to the same location so it reads as commute. The Outside Representative, [redacted], met with him twice and received no documentation to back up the entries on the spreadsheet. Spreadsheets alone are never adequate for an audit and the taxpayer did not provide the requested and required supporting documentation. As a sign of continued effort to assist him, we will refund all his current and past memberships. We have worked diligently on his case for four months with no help from the Member. He has to help us help him. Without any cooperation from him, he is stopping us from helping him. Thank you for your time and consideration in this matter.Sent on: 8/24/2015 6:14:18 PMSent by: [redacted]

Consumer

Response:

I am rejecting this response because:I provided every task that they sent to me, within the timeframe that was allocated. They never mentioned once that I needed to provide a receipt upon the bank statements that I provided and categorized based on their request. This "Bill Brush" guy was extremely condescending and often times vulgar, telling me really sick jokes, that only a elder man may get. Very disturbing and unprofessional. Aside from that, the mileage log template was filled out based on the template they provided me. I drove '8' miles to work every day. Why is this a concern? This is the kind of feedback that I get. This company is an absolute joke and complete waste of time. Again, I am wasting more time having to report them to the Revdex.com. Insanity.

Great group of analysts to help you with irs issues..

Review: They did not respond to IRS by the due date. They did not even told me to handle the response myself. Since, no response was filed by due date, IRS is pissed off at me. I don't know how companies like these could get A+ from Revdex.com. It has made me suspicious of Revdex.com ratings. This company needs to get 'F' grade not A+.Desired Settlement: I would like to have refund of the fee that I paid. Also, I would request Revdex.com to drop their grade.

Business

Response:

When the taxpayer received the original notice from the IRS in early 2014, he chose to respond to the IRS on his own without contacting us. The IRS stated that he responded to them on 5-22-14.Our membership agreement clearly states "...you must use your assigned TaxAudit.com Audit Representative as your only contact with the IRS. If you do not contact TaxAudit.com within 15 days of the date of the first notice, additional charges may apply. If you wait too long, you will eliminate our ability to defend your case. This member waited until 11-26-14 to contact us at all after he had already corresponded with the IRS back in May.Even so, when the taxpayer finally contacted us on 11-26-14, his case was assigned to our Customer Care Department to see if he could still be helped. Following this there were 9 telephone conversations between this taxpayer and 3 different audit representatives, to try to convince him that the documents that he had were not sufficient for a response to the IRS. He refused to get us the documents needed.We are refunding his membership fee, as requested.

Consumer

Response:

I am rejecting this response because:They did not respond by December 9, 2012, the due date set by IRS. They could have told me to handle my case myself, which they did not. If they were not going to handle my case and respond to IRS by December 9, 2012, they could have said that to me, at least I could have been in a position to respond to IRS.They state that there may be additional charge if they are not contacted on time. I was told that I may have to pay $200 extra, but was never asked for it. It was a 'may have to pay' through out.They left me in the water to drown. They should not carry the torch just to drop it without even notifying the customer.I don't think a business with A+ rating from Revdex.com should be playing games with customers. They should not have taken my case at first place, if they are so particular about their policy. If they did take my case then I should have been informed that they have dropped my case and they will not respond to IRS by December 9, 2012.I feel like tearing my hairs out.

Consumer

Response:

Hello Revdex.com,I have not yet received the refund from Tax Audit.com. Please look into this matter.Thank you.[redacted]

Business

Response:

Please accept my apologies as it appears that we failed to ensure the refund was made in a timely manner. We have had a check cut for the cost of the membership to this Member and it went out in the mail today.[redacted]Customer Advocacy Department

Review: I purchased their protection after using [redacted] to file my state and federal taxes in 2011. Now in 2015, I have a received a notice from the California Franchise Board stating that my taxes were filed incorrectly. When I spoke with the advisor at taxaudit.com he informed me that it was my own fault it had been filed incorrectly due to 'user error.' I said that I would like to see where I made the error and he said that he was unable to supply me with the document because of an agreement with [redacted]. Granted, the only way the advisor got the copy was because I had signed a power of attorney. He advised me to call [redacted] to get a copy of the document I filled out. When speaking with [redacted] they informed me that any document that they had supplied to an outside company, I had the right to view the document. When I phoned taxaudit.com back they refused to give me the document stating confidentiality arrangements. The only person having their confidentiality validated is me.Desired Settlement: I would like a copy of the document that TurboTax sent to taxaudit.com (presumnably the 2011 .tax file, not the copy of the tax return which I already have) and a refund of the price that I paid for the audit defense, $39.95.

Business

Response:

This

member had an inadvertent entry on her CA tax return. In talking with her

on October 29, 2015, she clearly understands the problem with the entry. She

stated she wants to remove her complaint. We offered to contact the

software company for her that makes this tax program but she stated she does

not feel she needs any other assistance with the software issue. We

provided the email address for Revdex.com for her, per her request.She

originally also requested a copy of the data tax file (the software generated

tax return) from us as the tax software company had provided it to us with her

signed permission to address the audit issue. Due to the information found

on a tax form (e.g. SSNs, addresses, W-2s) our consent form for the use of the

return states that we, “…will use your information only to provide audit

representation services.” Members have the clear rights and ability to

contact the software company to request a copy. We have helped other

members that have requested we contact the software company on their behalf,

but the member did not request this. She no longer was requesting a refund of the fees paid.

Business

Response:

This

member had an inadvertent entry on her CA tax return. In talking with her

on October 29, 2015, she clearly understands the problem with the entry. She

stated she wants to remove her complaint. We offered to contact the

software company for her that makes this tax program but she stated she does

not feel she needs any other assistance with the software issue. We

provided the email address for Revdex.com for her, per her request.She

originally also requested a copy of the data tax file (the software generated

tax return) from us as the tax software company had provided it to us with her

signed permission to address the audit issue. Due to the information found

on a tax form (e.g. SSNs, addresses, W-2s) our consent form for the use of the

return states that we, “…will use your information only to provide audit

representation services.” Members have the clear rights and ability to

contact the software company to request a copy. We have helped other

members that have requested we contact the software company on their behalf,

but the member did not request this. She no longer was requesting a refund of the fees paid.